Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$512,813
+$154,778 QoQ
Shares Held
3,664
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,706
of 2,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $5,118,276 across 4 Banks - Diversified names. C ranks #4 (10.0% of the industry book) .
All Filings in C
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,813 | 3,664 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $358,035 | 3,157 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $368,390 | 3,157 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $257,708 | 2,539 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||